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2011 Annual Sponsors

Gold:
Chubb Insurance
Bronze:
Beechwood
Continuing Care

Fox Run
at Orchard Park

M&T Bank

MassMutual
Financial Group

United Trust
MetLife
Education:
Bryant & Stratton College
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The Financial Planning Association connects those who need, support and deliver financial planning.



The mission of the Financial Planning Association of Western New York is to provide the membership with opportunities for networking, continuing education and media exposure; to promote the highest standards of ethics, knowledge and skills in the financial planning profession; and to communicate to the public the value of the financial planning process conducted in accordance with the Financial Planning Association Code of Ethics. 

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Check out resume for Dustin Hurtgam on Career Center.

CASH Coaches Training Session

Member Longevity Milestones

Welcome new members.





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Wednesday, February 15, 2012
Sonoma Grille
A Trail Guide to Health Care Reform
Roberta Riftkin, VP of Government Affairs for Independent Health. will present "A Trail Guide to Health Care Reform."

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Wednesday, March 21, 2012
Sonoma Grille
Disability Insurance
A two-hour ce program with Margaret Tomaka, Specific Solutions, on Disability Insurance.

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Wednesday, April 18, 2012
Sonoma Grille
Life Insurance as an Asset
Jim Ginnane of MassMutual will discuss life insurance as an asset.

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Wednesday, May 16, 2012
Sonoma Grille
Tentative: Cross Border Issues
A Canadian CPA on cross-border issues.

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Wednesday, June 20, 2012
Sonoma Grille
Tentative: Roundtable with 4-5 member-hosted tables
A potential format to allow 15 minutes for attendees to move between 4-5 member-hosted tables for specific topics.

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Wednesday, September 19, 2012
Sonoma Grille
Tentative: College Planning
A review of college planning issues.

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To begin enjoying all the benefits of FPA, simply complete the online application at the National FPA website. Click HERE to get started! Or if you prefer, you can download and mail in the printable application form.Click HERE to download now!

Now you can sign up to receive notification of upcoming events sponsored by the Financial Planning Association of WNY.

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Tel: 716.688.3096  |  Fax: 716.688.4671  |  Email: info@fpawny.org  |  PO Box 54, E. Amherst, NY 14051
© 2006 Financial Planning Association of Western New York, All Rights Reserved       .